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I simply reported on XPENG and NIO gross sales in December, the 4th quarter, and 2025 as an entire. Each had nice — however fairly totally different — years.
For a number of years, roughly since they launched, I’ve tracked the 2 firms and been struck by how carefully their progress lined up. Then, although, on the finish of 2024 and all through most of 2025, XPENG appeared to shoot far forward of NIO. I questioned if this was only a long-term shift and NIO would by no means catch again up. Maybe their related trajectories had been splitting and parting methods.
However NIO ended the 12 months robust, very robust. And XPENG’s gross sales progress slowed down dramatically. Combining their month-to-month, quarterly, and yearly gross sales charts collectively, let’s see what we see.
Trying month-to-month right here, regardless of a bigger block of month-to-month gross sales being over 30,000, NIO’s December gross sales shot as much as a transparent month-to-month gross sales file between the 2 firms. The precise determine was 48,135 deliveries, greater than 6,000 above XPENG’s month-to-month supply file of 42,013 (in October 2025).
Trying on the quarterly comparability, it’s the same story. XPENG had 4 quarters of greater than 90,000 deliveries earlier than NIO broke that barrier, and within the final of these quarters, XPENG even had 116,000+ deliveries! Nevertheless, regardless of successfully being a few 12 months behind on this regard, as soon as NIO shot up within the 4th quarter of 2025, it shot previous XPENG and set a brand new quarterly supply file for the 2 of them — 124,807 deliveries, in comparison with XPENG’s better of 116,249 (additionally within the 4th quarter of 2025).
Trying on the yearly supply charts, the traits look much more related up by way of 2024, however with NIO constantly having the sting. Nevertheless, the reverse of what occurred within the 4th quarter occurred right here — XPENG shot previous NIO and set a brand new annual gross sales file. The corporate scored a major 429,445 deliveries, nicely above NIO’s better of 326,028 deliveries (in 2025).
So, total, congratulations to each firms. They’re each doing nice.
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